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CIK: 0001650150
Total reported value
$36.8B
$36.8B
1361 檔
26.9%
In Q1 2025, Lido Advisors, LLC's U.S. equity holdings reached a combined market value of $36.8B, distributed across 1361 disclosed stock positions.
In Q1 2025, Lido Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, BSCQ, AAPL) accounted for 26.9% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 1361 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 28.52% | +0.21% | +26.88% | |
| 2 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 5.54% | -0.65% | +0.76% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.18% | +0.15% | +10.59% | |
| 4 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 3.75% | — | -15.93% | |
| 5 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.57% | -1.36% | +5880.28% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | -0.10% | +14.65% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | +0.16% | +22.23% | |
| 8 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.47% | +0.18% | +3.93% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.44% | +0.05% | +18.57% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.34% | +0.02% | +2.73% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.03% | +17.22% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | -0.08% | -3.95% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.04% | -0.02% | -0.14% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | +0.20% | -3.27% | |
| 15 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.79% | -0.04% | +9.65% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.01% | +11.33% | |
| 17 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.57% | -0.03% | +7.97% | |
| 18 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.56% | -0.02% | +0.19% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.13% | +24.14% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.07% | +7.88% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.02% | +3.27% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.12% | +2.96% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | — | -2.59% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.15% | +15.28% | |
| 25 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.49% | -0.01% | +3.20% | |
| 26 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.49% | -0.07% | +57.26% | |
| 27 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.48% | — | +0.10% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | +0.01% | +24.95% | |
| 29 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.46% | -0.06% | -3.34% | |
| 30 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.45% | -0.05% | +4.61% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.42% | — | +10.19% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | +0.07% | +8.71% | |
| 33 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.38% | -0.01% | +8.39% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.01% | +10.58% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.05% | +33.67% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | +0.03% | +10.39% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.36% | +0.01% | +4.37% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.08% | +43.81% | |
| 39 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.34% | -0.14% | +0.52% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | — | +1.96% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | -0.09% | +10.73% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.31% | -0.26% | +2.46% | |
| 43 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.31% | -0.05% | — | |
| 44 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.31% | -0.03% | +15.45% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.30% | -0.22% | +9.16% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.06% | +55.41% | |
| 47 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.30% | -0.06% | +42.63% | |
| 48 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.30% | -0.05% | +42.71% | |
| 49 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.30% | — | +43.13% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.29% | +0.01% | +14.03% |
According to official SEC Form 13F filings, Lido Advisors, LLC reported a total U.S. public equity portfolio value of $36.8B across 1361 disclosed positions in Q1 2025.
During Q1 2025, Lido Advisors, LLC's top holdings by market value included SPY (28.5%)、BSCQ (5.5%)、AAPL (4.2%). The largest single position, SPY, represented 28.5% of total portfolio value.
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Top New Position Initiated
SPY
市值: $6.3B
In Q1 2025, Lido Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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